401(k) · DOL Form 5500 · 2022
Calfee Halter & Griswold, LLP 401(k) Plan
Data updated 2026-08-11
- $182M
- Total assets
- 242
- Participants
- 95th
- Percentile by assets
- $753,591
- Avg per participant
Official DOL plan name: Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan · Sponsored by Calfee Halter & Griswold, LLP · Ohio · Professional & Technical Services
$182M in assets, 242 participants
Calfee Halter & Griswold, LLP's Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan reported $182M in total assets and 242 participants in its 2022 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 95th percentile by assets (of 139,126 plans)
- #20,787 in Professional & Technical Services (21,562 peers)
Coverage in Ohio
Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan covers 242 participants in Ohio, about 32% of the average Ohio filer (state average ~765 per filing). Assets: $182M.
- $182M
- total plan assets (2022 EOY)
- 242
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $753,591
- avg assets per participant
The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan reports 242 participants - about 32% of that state average ($182M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $214M |
|---|---|
| Net Assets (End of Year) | $182M |
| Net Income | -$31M |
| Employer EIN | 340732302 |
| Plan Effective Date | 1968-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calfee Halter & Griswold, LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 242 | $182M |
| 2023 | 1 | 218 | $191M |
| 2024 | 1 | 215 | $209M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan by total assets, not by location.
- Am/Ns Calvert LLC 401(k) Plan (AL) $182M · 1,865
- Netsmart Technologies, Inc. 401(k) Plan (KS) $182M · 2,438
- Cfa Institute 401(k) Plan (VA) $183M · 445
- The Alamo Group (USA) Inc. 401(k) Retirement and Savings Plan (TX) $183M · 2,512
Frequently Asked Questions
How did Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan assets move in 2022? ▼
How have Calfee Halter & Griswold, LLP plan assets changed over time? ▼
Where does Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan's numbers.
- By total assets, Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Calfee Halter & Griswold, LLP's sponsor-wide assets have grown 14.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans